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Showing 1 - 2 of 2 results for "Jason Fowler"

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
... advisers turn their focus more towards building those long-lasting relationships with client." FYG executive director Jason Fowler said building an in-house CRM system highlights the firm's commitment to its advisers and the future. "FYG are committed ...

IRESS risk research improves

MEDIA RELEASE  |  MONDAY, 1 DEC 2008
... same based on client affordability in a single tool will go a long way to streamlining our advice process," said Jason Fowler, Principal of FYG Planners. In addition to the Cover Availability enhancement, a Medical Underwriting Limits tool has been incorporated ...
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